AdvPulse

What you can ask

• Look up Fisher Investments and show its SEC registration and assets.Copy

  Example path find_firm→get_firm

• Which advisers in Texas with over $1 billion describe a tax-loss harvesting strategy?
• Find adviser brochures that describe tax-loss harvesting for taxable accounts.

MCP connector

Server URL

https://api.advpulse.ai/mcpCopy

Login

None

Protocol

MCP 2025-11-25

Instructions

Public information on investment adviser firms from their SEC Form ADV filings: look up a firm by name or CRD number, filter firms by main office state, assets under management, firm type and disclosure history, and search what firms' Form ADV Part 2A brochures say. Use find_firm and then get_firm for a named firm, filter_firms for criteria (with one phrase to rank the matches), and search_brochures for a practice or strategy described in words. Every result is about firms and states the filing date it was built from. It does not cover individual people or their contact details, and it is information from filings, not investment advice.

Tools

Skills

None in the store listings or on the server